See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,117 | $169,032-36.6% | $129,207-17.1% | $145,922-26.6% |
| Participation rate | 5.6% | 76.4%-70.9pp | 69.6%-64.1pp | 80.3%-74.7pp |
| Annual return | 15.86% | 14330.11%-14314.3pp | 9417.33%-9401.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $277 | $5,537-95.0% | $4,153-93.3% | $4,660-94.1% |
| Participant deferral / active EE | $346 | $4,987-93.1% | $4,168-91.7% | $6,688-94.8% |
| Admin fee / account holder | $49,812 | $9,954+400.4% | $7,715+545.7% | $13,397+271.8% |